01
A new enquiry comes in
A “we've got your request” email goes out
Written by you, sent from your own mailbox within minutes.
The CRM system for home-service businessesEverylead,jobandinvoice.
Everylead,jobandinvoice.
Onesystemthatrunsit.
SA Studio brings your phone calls, website, WhatsApp and email into one CRM — with your pipeline, calendar, invoicing and team built in. Automations and AI voice agents handle the first response while you're on the job. We set it up around your trade and run it with you.
- Built for HVAC, plumbing, roofing & other trades
- Emails and invoices go out from your own mailbox
- Your data stays yours
Example data
Pipeline
New leads · 30 days48
Invoiced this month$24,960
Collected$19,300
New enquiry
Sara M.AI callAC not cooling
Mike T.Web formLeaking pipe
Estimate sent
Dana R.WhatsAppRoof inspection
Booked
Lee H.EmailBoiler service
Completed
Priya N.ChatPanel upgrade
AI voice agent answered · lead created with the call summary
- Menu bot replied
- Lead saved before submit
- “We've got your request” sent
- FAQ answered · lead captured
Most jobs aren't lost on price. They're lost between tools.
Calls on one phone, messages on another, quotes in a notebook and invoices in a spreadsheet. Each gap is small. Together they decide who books the job.
The phone rings while everyone is on a job, and the caller tries the next company.
AI voice agents: An AI voice agent answers, takes the details and saves the call to a lead.
A visitor starts your enquiry form, gets distracted and never presses submit.
Smart forms: The lead is saved as soon as they type an email or phone number.
WhatsApp chats live on one person's phone, so nobody else can pick them up.
Shared inbox: Email and WhatsApp share one team inbox, linked to the customer's lead.
Estimates are scribbled down and nobody can see which ones are still waiting.
Pipeline: Every lead sits in a pipeline stage, with its value and a note from each step.
Two jobs get booked into the same slot, and a technician finds out on site.
Calendar: Bookings are assigned to a team member and overlapping slots are blocked.
Invoices are typed by hand, and no one is sure what has actually been paid.
Invoicing: Invoices are built from your price list, emailed as a PDF and tracked to paid.
However customers reach you, it lands in the same CRM.
Each enquiry becomes a lead with its source recorded, matched to the customer if you've worked with them before.
Phone callsAnswered by your AI voice agent and saved with a summary
Website formsYour own branded form — the lead is saved before they submit
Website chatA chat widget that answers your FAQs and captures name and email
WhatsApp BusinessYour business number, with a menu bot and approved templates
EmailGmail, Outlook or Hostinger, synced every few minutes
SpreadsheetsImport a CSV — duplicate emails are skipped automatically
Your other toolsA documented REST API, with a sandbox to test against
SA Studio CRMOne record per customerPipeline
Inbox
Calendar
Invoices
Dashboard
7
ways leads come in
Calls, forms, chat, WhatsApp, email, CSV and API
24/7
first response
Website chat, WhatsApp menu and AI calls never close
1
inbox for the team
Email and WhatsApp side by side
7+ yrs
building automation
Systems running live for service businesses
Everything a service business runs on, already connected.
Not a stack of apps stitched together. One CRM where the lead, the conversation, the booking and the invoice are the same record.
See every job from first call to paid
Leads move through stages that match how your trade actually works, and nothing gets forgotten in between.
- Start from a ready-made pipeline: standard service, emergency or recurring maintenance
- Rename, reorder and add stages whenever your process changes
- A note for every stage, so anyone can pick up where the last person stopped
- An estimated value on every lead, so you always know what's in play
Example data
AC not cooling AI callEstimated $480
- New enquiryMon 6:42 pmCalled after hours — AC not cooling.
- Estimate sentTue 9:10 amDiagnostic + capacitor replacement.
- BookedTue 9:24 amThu 8:00 am with John. Side gate code 4412.
The first response happens while you're still on the job.
These run inside the CRM on their own. Your team steps in where judgement matters.
02
Someone calls
Your AI voice agent answers
It takes the details, creates the lead and saves a summary and recording.
03
A visitor types their email
The lead is saved before they submit
If they leave the form, you still know who they are.
04
A visitor opens your website chat
Your FAQs are answered instantly
Name and email are captured and the full chat lands on the lead.
05
A WhatsApp message arrives
The menu bot replies, day or night
Customers tap through your answers, or ask for a person and the bot steps aside.
06
You schedule an email
It sends at the time you picked
Drafts and attachments are kept safe until it goes.
07
You press send on an invoice
A PDF is created and emailed
From your own mailbox, with the invoice marked sent and that version locked.
08
You import a spreadsheet
Duplicates are skipped
Anyone already in your CRM by email isn't added twice.
Customer-facing messages use your words. Nothing goes live until you've approved it.
A receptionist that answers every call, and writes it all down.
Build voice agents inside SA Studio and put them on your phone numbers. Every call is answered, summarised and saved to the right customer.
Your agent, in your words
Choose the voice and language, write the greeting and instructions, and set a maximum call length.
Numbers in minutes
Buy a US or Canadian number from the CRM, or connect a number from your own carrier anywhere else.
Every call becomes a lead
Callers are matched to existing customers, so a repeat caller never becomes a duplicate.
Call a lead in one click
Start an outbound call from the customer's record, from the number of your choice.
Summary, transcript and recording
Read what was said, see the caller's sentiment, and play the recording when you need it.
See what every call cost
Usage by agent, number and day, so there are no surprises at the end of the month.
Powered by Retell AI on your own Retell account: call minutes are billed by Retell at their rates, and every call's cost shows inside SA Studio.
Inbound call · Main lineExample data
AI agentThanks for calling Riverside Heating & Air. How can I help?
CallerHi, our AC stopped blowing cold air this morning.
AI agentSorry to hear that. Can I take your name and address?
CallerSara Malik, 14 Elm Street.
Summary: AC not cooling since this morning. Asked for a visit tomorrow.
Works with the accounts you already have.
No new email address, no new phone app. SA Studio connects to the services your business already runs on.
Gmail & Google WorkspaceSend and receive from your own address
Microsoft OutlookSend and receive from your own address
Hostinger emailConnect your domain mailbox
WhatsApp BusinessYour verified business number, via Meta
Retell AIAI voice agents and phone numbers
REST APIDocs, scopes and a test sandbox
CSV importBring contacts across from any spreadsheet or old CRM export
AI assistants (MCP)Look up leads or draft emails from an assistant such as Claude — sends ask you first
Each business's data kept separate at the database level
Page-by-page permissions for every role
Messages and invoices sent from your own accounts
Your data is yours — it leaves with you
Built for teams with more work than hands.
Tick what sounds familiar. Each line is something the system already handles.
Straight answers. If we're not the right fit, we'll tell you before you spend a penny.
Tick anything that sounds familiar
Each line is a gap SA Studio closes for service businesses.
You own everything
Your data, workflows and automations are yours, and come with you if you ever leave.
Live within weeks
Or we keep working free until it is. You control the scope, so you control the date.
No black box
Weekly demos. You watch it get built and sign off at every milestone.
Straight answers
If we're not the right fit, we'll tell you before you spend a penny.
We set it up. You start using it.
Walkthrough
We see how leads reach you today and show you the system running for a business like yours.
Your CRM, set up
Pipeline, price book, team and roles configured, and your existing contacts imported.
Channels connected
Email, WhatsApp, website forms, chat and phone numbers connected and tested.
Live and tuned
We launch with you watching, then adjust automations and agents against real enquiries.
Most businesses are live within a few weeks of kick-off, depending on the channels you connect.
from$2,500
from$500/mo
Your price depends on the channels, locations and automations you need. You get a fixed quote after the demo.
Using AI voice agents? Call minutes are billed by Retell AI directly, at their rates.
Book a free demoQuick answers.
Something else on your mind? Ask us in the demo.
Talk to a real person
No sales script. We'll look at how your business runs and answer honestly — or call us on +1 (307) 374-8824.
Book a free demoBoth, in one system. The CRM holds your leads, customers, pipeline, inbox, calendar, invoices and team. The automations and AI voice agents run inside it, so everything they do lands on the right customer record.
See your business running on SA Studio.
In a short walkthrough we show you the system set up for a business like yours, and exactly what we'd switch on first.
Book a free demoWe reply within 2 business days
Prefer to talk it through? +1 (307) 374-8824
- 1A pipeline built around your trade
- 2Where enquiries slip through today
- 3Which channels and automations to start with
- 4A fixed setup quote